July 8, 2026


Vendor Webinar


8 CPE Credits

K2's Excel Best Practices 26-27

K2's Excel Best Practices 26-27

July 8, 2026
Vendor Webinar
8 CPE Credits

K2's Excel Best Practices 26-27

K2's Excel Best Practices 26-27

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    Instructor

    Tommy
    Stephens

    View Bio

Learning Objectives

• Distinguish critical spreadsheet design fundamentals
• Use Excel’s Table feature as a foundational component of spreadsheets
• Differentiate between the three different methods for consolidating data
• Apply four techniques for sharing an Excel workbook and collaborating with others
• Identify different practices for auditing and error-checking Excel workbooks, including Trace Precedents, Trace Dependents, and Formula Auditing
• Differentiate between multiple techniques for securing Excel data

Major Topics

• Best practices associated with creating Excel workbooks, including managing workbooks
• How to secure Excel workbooks
• Collaboration options and best practices in Excel
• Effective reporting techniques in Excel

CPE Credits Available

8 CPE Credits
8
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Fundamental knowledge of Microsoft Excel

Provider

CalCPA California Society of CPAs

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